1. 2007 Conference - Webcast

    The 2007 PortfolioConstruction Conference program again challenged delegates' thinking about how they design and build investor portfolios - and it would have been hard to pick a better time to bring together 500 of Australia's leading portfolio construction professionals...

    02-11-07 | More
  2. Superior analysis - the key to avoiding credit failure?

    Credit failure season is upon us. Most recently, subprime mortgages, Bridgecorp and Basis Capital have been the stars of the show. Before them, it was Westpoint. Like cockroaches, you can be sure that for every one that rears it's head, there are dozens more lurking just out of sight. The critical issue is not whether advisers avoid credit failure, but how they manage it...

    Tim Farrelly | 01-10-07 | More
  3. 2007 Critical Issues Forum: Key Takeouts

    It would have been hard to pick a better time to bring together 500 of Australia's leading portfolio construction professionals. Conference came hard on the heels of the 30 June deadline for post-tax super contributions of up to $1 million and then, during conference week, the US subprime meltdown shaved 6% off global equities...

    Bob Veres, Inside Information | 10-09-07 | More
  4. 2007 Critical Issues Forum: Attitudes and behaviours of tomorrow's retirees

    Elizabeth presents her insights into the changing face of retirement globally along with new research capturing Australian advisers' experience with their Baby Boomer clients...

    Elizabeth Segers | 18-08-07 | More
  5. 2007 Critical Issues Forum: Managing credit risk in a portfolio

    If you invest even a small proportion of your portfolios in non-Investment Grade fixed income securities, you will from time to time experience a default – it’s an issue of when (and how much), rather than if. This session shows you a simple method to better manage credit risk in your portfolios...

    Tim Farrelly | 17-08-07 | More
  6. 2007 Critical Issues Forum: Trends in investment markets

    Our panel of investment specialists presents and debates their long-term forecasts for equity markets, listed property and hedge funds...

    17-08-07 | More
  7. 2007 Critical Issues Forum: My key takeouts

    Our visiting fellow, Bob Veres, summarises the most important things he's taken from the two-day PortfolioConstruction Conference 2007 program, and the follow up he'd be doing if he was a Practitioner delegate...

    Bob Veres, Inside Information | 17-08-07 | More
  8. 2007 Critical Issues Forum: Longevity risk

    David discusses his ground-breaking research into Australian's mortality, and the common misconceptions that are undermining the integrity of their portfolios...

    David Williams, My Longevity | 17-08-07 | More
  9. 2007 Critical Issues Forum: Emerging trends in portfolio construction

    Each year we kick off Conference with an international keynote speaker overviewing the emerging trends they're seeing in the portfolio construction arena. This year, our keynote hailed from the US, and focused on rends in the asset allocation arena...

    Bryce James | 17-08-07 | More
  10. 2007 Due Diligence Forum: Constructing an unlisted property portfolio

    This session examines the key assessments to consider when developing an asset allocation to unlisted property...

    Prof. Robert Officer & Ken Atchison | 16-08-07 | More
  11. 2007 Due Diligence Forum: Infrastructure investment – crossing the divide

    This session looks at the benefits of including both listed and unlisted infrastructure assets in a client’s portfolio and how to determine the best combination of these assets to achieve an optimal portfolio structure...

    Paul Foster | 16-08-07 | More
  12. 2007 Due Diligence Forum: Private equity – a world of opportunities

    Allocations to alternatives and private equity in particular are steadily increasing around the world. This session focuses on the benefits of private equity investments and the value proposition offered by experienced private equity managers...

    Simon Ford | 16-08-07 | More
  13. 2007 Due Diligence Forum: Global shares that pay dividends – not such a novel idea after all

    This session examines the historical importance of including dividend-paying and dividend-growing companies in global portfolios and the impact on overall returns...

    Matthew Saddington | 16-08-07 | More
  14. 2007 Due Diligence Forum: TAA – did you throw the baby out with the bath water?

    This session addresses the question of TAA value add from a practical, experiential viewpoint and outlines a TAA approach and process which has delivered superior returns on a consistent basis...

    Eric Siegloff | 16-08-07 | More
  15. 2007 Due Diligence Forum: The rise and rise of capital protected products

    This session explores the key characteristics of capital protected products to highlight the place these types of products have in most investors' portfolios....

    Russel Chesler | 16-08-07 | More
  16. 2007 Due Diligence Forum: Defensive asset risk – a wolf in sheep's clothing

    The ability for global and Aussie markets to bounce back following prolonged periods of relatively poor returns is testimony to one of the most enduring, fundamental characteristics of bond returns – that is, bonds are naturally mean reverting assets...

    Jeff Springer | 16-08-07 | More
  17. 2007 Due Diligence Forum: An alternative investment solution for challenging times ahead

    This session explores the alternative investments universe – how alternative investments inter-relate with traditional markets, and their role in portfolio construction...

    Robert Graham-Smith | 16-08-07 | More
  18. An open letter to product research houses

    The meltdown of Basis Capital has highlighted the need for much greater clarity of communication from research houses – particularly when it comes to describing product risk. With the benefit of hindsight, it is fun to look back and see what the research houses were saying about the risk of the Basis Capital Yield fund before the event. We see nothing on the two pieces of information that really matter...

    Tim Farrelly | 15-08-07 | More
  19. Crockpot: History is all we have to go by

    Many planners still use long term historical returns to estimate future market returns on the basis that, if the historical period is long enough, everything smoothes out. This is pure bunk. In order to demonstrate this as conclusively as possible, we illustrate the impact of using 20 year historical returns as forecasts for the subsequent decade across six major equity markets over the past 107 years...

    Tim Farrelly | 01-06-07 | More
  20. Requiem for efficient

    In the next few weeks, the publishing industry will have given us two books that, paired together, blow the doors off of conventional market theory. Both acknowledge that if you want to study and understand the markets, instead of examining the movements of stock prices, you have to shift your attention to the people who are actually making the trades...

    Bob Veres, Inside Information | 14-05-07 | More
  21. Crockpot: The bubble of the decade

    Near the end of each decade, a bubble seems to emerge in financial markets...

    Tim Farrelly | 12-03-07 | More